BEM expects 2Q16 earnings to be good supported by expressway and BTS passengers. It expects 2016 revenue to grow 2.1% from last year. (Thun Hoon, 21/07/16)
EPCO announced that it has postponed paying Bt117.50mn for a PP from July 15 to Aug 15, 2016. (Kao Hoon, 21/07/16)
GPSC expects 2Q16 profit to be better than 2Q15’s Bt473mn. It expects 2016 profit to grow supported by booking revenue from IRPC and CP and Navanakorn power plant. It plans to operate 1,922MW within 2019. (Kao Hoon, 21/07/16)
KIAT expects to get a job to transport chemical products. The project is valued at over Bt300mn and it expects to get 50%. It expects 2H16 to be good supported by new jobs worth Bt500mn. It plans to expand its business abroad and focus on the energy business. It expects to finish the deal to acquire a business this year. (Thun Hoon, 21/07/16)
Comment: If that is the case re the new project then it’ll just increase their recurring income to a higher level
KTIS eyes packaging growth – The company’s target is to increase revenue from the bagasse packaging segment to 8% of total revenue from its pulp and sugar waste business to 1.3 billion baht within the next few years, up from the current 4%, he said. (Bangkok Post, 21/07/16)

MAJOR expects 2Q16 to be a new high supported by many hits. It expects 2016 revenue growth of 10-15% from Bt9bn in 2015. It has budgeted Bt1bn to expand its business abroad. (Thun Hoon, 21/07/16)
NPP takes 2 food firms TLP, NPP Foods acquired in Nippon Pack expansion into food/beverage. NIPPON PACK (Thailand), or NPP, a producer of plastic packaging and bottles, has allocated Bt79.4 million to acquire all shares of Thai Luxe Food Products Co (TLF) and NPP Foods (NPPF) from Thai Luxe Enterprises (TLUXE) as part NPP’s expansion into the food and beverage business. (The Nation, 21/07/16)
Comment: This could be a rather interesting play on consumer products. Some parts of the business involve producing the ready to eat meals that are being sold throughout the 7-11’s
SAMART get a job from AOT to install passenger pre-screening system in three airports. It will generate revenue of Bt30 per passenger/round. (Kao Hoon, 21/07/16)
SGP to acquire power plant in Myanmar – SIAMGAS and Petrochemicals (SGP), a supplier of liquefied petroleum gas, will take over a 230-megawatt power plant in Myanmar for US$48 million (Bt1.69 billion) in cash as part of its drive into other energy businesses. (The Nation, 21/07/16)
TICON expects 2H16 earnings to be good due to a decrease in cost of rentals and services. It expects to book gain from selling assets to TREIT. It plans to expand warehouse and factory rental space. (Thun Hoon, 21/07/16)
TRC plans to cooperate with a listed company and a foreign company to bid for the Pink and Yellow lines. It expects to sign the contract for the potash mine worth Bt38bn in 3Q16. (Kao Hoon, 21/07/16)
Comment: The potash mine has been both a blessing and a bane for TRC because of the continued delays
TV Direct upbeat on revenue – MAI-listed TV Direct Plc (TVD), a leading home shopping operator, foresees its full-year revenue this year growing by at least 20%, driven by Japanese home shopping giant Tri-Stage Inc becoming its largest shareholder. (Bangkok Post, 21/07/16)
Comment: There’s a lot going on here with this company, an interview coming up in the next few weeks. 
  1. I have read more Thai language commentary re: TVD and other stocks I have invested in, at
    Can anyone advise of their experiences in using an app. for translating Thai language Research reports into English? I have difficulty understanding how Rosetta works (admittedy, on trial) Thanks! Don.

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